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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,454 | $157,276-15.1% | $141,177-5.5% | $152,885-12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.48% | 64.33%-47.9pp | 71.40%-54.9pp | 345.39%-328.9pp |
| Employer contribution / active EE | $7,960 | $5,262+51.3% | $4,736+68.1% | $4,763+67.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,948 | $12,123-75.7% | $10,263-71.3% | $11,598-74.6% |